Market Cap
$9.9B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 29, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Sep 23, 2026 | Guggenheim | MAINTAIN | Neutral | 52% |
| Sep 16, 2026 | Seaport Global | INITIATE | Neutral | 51% |
| Sep 10, 2026 | TD Cowen | MAINTAIN | Hold | 56% |
| Sep 2, 2026 | UBS | MAINTAIN | Buy | 55% |
| Aug 24, 2026 | Baird | DOWNGRADE | Neutral | 54% |
| Aug 10, 2026 | Loop Capital | DOWNGRADE | Hold | 54% |
| Jul 21, 2026 | Oppenheimer | MAINTAIN | Outperform | 52% |
| Jul 21, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Jul 21, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 7 | 11 | 17 | 1 | 0 | 50% | |
| Aug 1, 2026 | 8 | 12 | 15 | 1 | 0 | 56% | |
| Jul 1, 2026 | 8 | 12 | 15 | 2 | 0 | 54% | |
| Jun 1, 2026 | 8 | 12 | 15 | 2 | 0 | 54% | |
| May 1, 2026 | 9 | 13 | 15 | 2 | 0 | 56% | |
| Apr 1, 2026 | 9 | 13 | 15 | 2 | 0 | 56% | |
| Mar 1, 2026 | 9 | 13 | 15 | 2 | 0 | 56% | |
| Feb 1, 2026 | 9 | 12 | 15 | 3 | 0 | 54% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $4.40 | $4.20–$4.71 | 7.7% | -0.0% | 2↑ 1↓ | $1.2B | 22 |
| Next Q | $6.49 | $6.27–$6.81 | 21.4% | +0.4% | 1↑ 2↓ | $1.7B | 22 |
| Current FY | $19.04 | $18.60–$19.70 | 8.4% | +0.1% | 1↑ 2↓ | $5.2B | 25 |
| Next FY | $20.90 | $20.42–$21.51 | 9.8% | -0.1% | 2↑ 1↓ | $5.3B | 25 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $4.396 | — |
| 7d ago | $4.398 | -0.002 |
| 30d ago | $4.397 | -0.001 |
| 60d ago | $4.401 | -0.005 |
| 90d ago | $4.397 | -0.001 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Erste Asset Management GmbH | 0 | $0.00 | 0.0% | — |
| FMR LLC | 4,136,482 | $1.2B | 13.8% | ADD +61.1% |
| Soroban Capital Partners LP | 2,658,202 | $786.9M | 8.9% | — |
| BlackRock, Inc. | 2,417,593 | $715.7M | 8.1% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 2,082,522 | $616.5M | 7.0% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2,012,507 | $595.8M | 6.7% | — |
| Invesco Ltd. | 1,525,231 | $451.5M | 5.1% | — |
| STATE STREET CORP | 1,305,786 | $386.6M | 4.4% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 1,239,699 | $373.4M | 4.2% | — |
| AQR CAPITAL MANAGEMENT LLC | 1,153,498 | $341.5M | 3.9% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FMR LLC | ADD | 2,567,602 | 4,136,482 | +61.1% | $1.2B |
| NORGES BANK | NEW | — | 831,571 | — | $246.2M |
| VAN ECK ASSOCIATES CORP | DOUBLED | 51 | 478,019 | +937192.2% | $141.5M |
| NORDEA INVESTMENT MANAGEMENT AB | DOUBLED | 62,016 | 460,423 | +642.4% | $135.6M |
| Boston Partners | TRIM | 587,163 | 269,777 | -54.1% | $79.9M |
| DIMENSIONAL FUND ADVISORS LP | ADD | 170,450 | 254,254 | +49.2% | $75.3M |
| JPMORGAN CHASE & CO | ADD | 176,614 | 222,668 | +26.1% | $65.9M |
| DEUTSCHE BANK AG\ | ADD | 141,250 | 198,523 | +40.5% | $58.8M |
| Quantinno Capital Management LP | ADD | 114,163 | 159,395 | +39.6% | $47.2M |
| WORLDQUANT MILLENNIUM ADVISORS LLC | TRIM | 381,022 | 142,224 | -62.7% | $42.1M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jul 22, 2026 | GARCIA KELLY E | EVP, Chief Tech & Data Ofcr | EXERCISE | 8,220 | $300.16 | $2.5M |
| Jul 22, 2026 | GARCIA KELLY E | EVP, Chief Tech & Data Ofcr | SELL | 3,606 | $320.80 | $1.2M |
| Jul 22, 2026 | GARCIA KELLY E | EVP, Chief Tech & Data Ofcr | SELL | 3,453 | $322.01 | $1.1M |
| Jul 22, 2026 | GARCIA KELLY E | EVP, Chief Tech & Data Ofcr | EXERCISE | 1,540 | $212.52 | $327.3K |
| Jul 22, 2026 | GARCIA KELLY E | EVP, Chief Tech & Data Ofcr | SELL | 1,161 | $322.84 | $374.8K |
| Jul 22, 2026 | GARCIA KELLY E | EVP, Chief Tech & Data Ofcr | SELL | 1,540 | $322.88 | $497.2K |
| Jul 22, 2026 | GARCIA KELLY E | EVP, Chief Tech & Data Ofcr | EXERCISE | 1,370 | $283.68 | $388.6K |
| Jul 22, 2026 | GARCIA KELLY E | EVP, Chief Tech & Data Ofcr | SELL | 1,370 | $322.87 | $442.3K |
| Jul 22, 2026 | GARCIA KELLY E | EVP, Chief Tech & Data Ofcr | EXERCISE | 1,010 | $275.35 | $278.1K |
| Jul 22, 2026 | GARCIA KELLY E | EVP, Chief Tech & Data Ofcr | SELL | 1,010 | $322.92 | $326.1K |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Apr 14, 2026 | Gilbert Cisneros | D | HOUSE | SELL | $1,001 - $15,000 | Domino's Pizza Inc | May 11, 2026(28d) |
| Feb 10, 2026 | Gilbert Cisneros | D | HOUSE | BUY | $1,001 - $15,000 | Domino's Pizza Inc | Mar 10, 2026(29d) |